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IBM
IBM

Overview Fund Activity

2,785 hedge funds and large institutions have $104B invested in IBM in 2024 Q1 according to their latest regulatory filings, with 262 funds opening new positions, 1,099 increasing their positions, 1,087 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,785
Holders Change
+122
Holders Change %
+4.58%
% of All Funds
40.38%
Holding in Top 10
69
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.99%
% of All Funds
1%
New
262
Increased
1,099
Reduced
1,087
Closed
100
Calls
$3.73B
Puts
$2.97B
Net Calls
+$758M
Net Calls Change
+$437M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$16.8B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$671M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.13B
4
UBS Group
4
UBS Group
Switzerland
$730M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.77B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.71B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.39B
3
Goldman Sachs
3
Goldman Sachs
New York
$828M
4
Ameriprise
4
Ameriprise
Minnesota
$1.32B
5
Citadel Advisors
5
Citadel Advisors
Florida
$79.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
2826
Lauterbach Financial Advisors
Texas
– -$733K -4,483 Closed
IA
2827
IFG Advisory
Georgia
– -$728K -4,452 Closed
Two Sigma Advisers
2828
Two Sigma Advisers
New York
– -$654K -4,000 Closed
GIS
2829
Grayhawk Investment Strategies
Alberta, Canada
– -$540K -3,299 Closed
SC
2830
SRB Corp
Massachusetts
– -$523K -3,196 Closed
KA
2831
Kure Advisory
Minnesota
– -$507K -3,102 Closed
BPCE
2832
Bank Pictet & Cie (Europe)
Germany
– -$500K -3,060 Closed
SCA
2833
SMH Capital Advisors
Texas
– -$500K -3,058 Closed
MIH
2834
Meitav Investment House
Israel
– -$485K -2,959 Closed
SEC
2835
Seven Eight Capital
New York
– -$476K -2,908 Closed
BCM
2836
BlueCrest Capital Management
Jersey
– -$468K -2,864 Closed
OHWA
2837
Oak Hill Wealth Advisors
Virginia
– -$465K -2,844 Closed
AIM
2838
Aigen Investment Management
New York
– -$432K -2,639 Closed
PCIG
2839
Partners Capital Investment Group
Massachusetts
– -$431K -2,637 Closed
RCMF
2840
RK Capital Management (Florida)
Florida
– -$409K -2,500 Closed
AAB
2841
ABN AMRO Bank
Netherlands
– -$405K -2,465 Closed
BFA
2842
Brendel Financial Advisors
New Hampshire
– -$395K -2,417 Closed
KOC
2843
Koss-Olinger Consulting
Florida
– -$380K -2,321 Closed
CCA
2844
Catalyst Capital Advisors
New York
– -$353K -2,161 Closed
TCM
2845
Teza Capital Management
Illinois
– -$338K -2,067 Closed
TI
2846
Truepoint Inc
Ohio
– -$330K -2,016 Closed
GCIM
2847
Gunn & Company Investment Management
Florida
– -$321K -1,965 Closed
WIA
2848
World Investment Advisors
California
– -$310K -1,895 Closed
OR
2849
Olympiad Research
Connecticut
– -$300K -1,833 Closed
TWP
2850
Tempus Wealth Planning
California
– -$277K -1,694 Closed
112 113
114
115 116